Robert Heck is a CFP® with 12 years of industry experience. He has worked at Kiley Juergens Wealth Management, LLC since 2013 and became a co-owner in 2021. Prior to that, he was employed at Signator Investors, Inc. and OSAIC. Heck serves on the board of the Hands On Children's Museum and is involved with the Willamette University Alumni Association advisory board. Kiley Juergens Wealth Management, LLC offers discretionary and non-discretionary investment management, financial planning, and third-party model implementation for high-net-worth individuals, families, trusts, and institutions. The firm focuses on strategic and tactical asset allocation, manager due diligence, and employs both discretionary rebalancing and flexible cash positions, managing about $2.2 billion in assets for nearly 3,000 clients.

Jonathan Leymaster is a financial advisor with Capstone Investment Group in Olympia, WA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Northwestern Mutual, where he worked from 2006 to 2024. He volunteers with the Ronald McDonald House charitable organization. Capstone Investment Group serves individual clients, including high net worth households, as well as ERISA pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of fundamental and technical research with artificial intelligence tools to implement both dynamic and buy-and-hold investment strategies.

Ben Jennings is a CFP® and PFS™ with 22 years of experience in financial advising. He has been with SoundView Advisors since 2010 and holds Series 63 and Series 65 licenses. SoundView Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning, including retirement, tax, estate, and employee stock option planning. The firm emphasizes customized asset allocation and ongoing account management, with a relatively small client roster that supports larger average account sizes.

Daniel Ostlund is a financial advisor with Pinkerton Wealth Partners, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked with multiple firms including Ostlund Wealth Advisors, LLC, and Taylor Capital Management Inc. Ostlund also engages in insurance sales, focusing on fixed indexed annuities as part of retirement planning. Pinkerton Wealth Partners serves a diverse client base including individuals, high-net-worth families, and institutional clients, offering discretionary and non-discretionary asset management alongside estate-planning coordination and fiduciary services. The firm employs a disciplined, formula-driven investment process combining technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Donna Monda is a CFP® professional with 11 years of industry experience, currently serving at Capstone Investment Group, a team firm with seven advisors. She previously worked for KG Advisors, Inc./Nancy C. Nelson & Associates for 31 years. Outside of her advisory role, Monda is involved in family-owned real estate LLCs. Capstone Investment Group serves individual clients, including high net worth households, as well as ERISA pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of fundamental and technical research with artificial intelligence in its investment approach, employing both dynamic and buy-and-hold strategies across a wide range of investment vehicles.

Carly Sipe is a Series 66-licensed advisor with Kiley Juergens Wealth Management, LLC, based in Olympia, WA, having three years of industry experience. She has previously worked at OSAIC Wealth, Inc, Koha Health, and Sonamation. Outside of her advisory role, Carly coaches the girls’ soccer team at Olympia High School. Kiley Juergens Wealth Management provides comprehensive investment management and financial planning services for individuals, families, trusts, retirement plans, and charitable foundations. The firm employs a strategic and tactical asset allocation approach, managing approximately $2.2 billion in assets for nearly 3,000 clients with a team of six advisors.

John Kiley III is a financial advisor with Kiley Juergens Wealth Management, LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, OSAIC, and Signator Investors, Inc. Outside of financial advising, he serves as the head basketball coach at Olympia High School and is president of a nonprofit supporting Olympia basketball. Kiley Juergens Wealth Management provides investment management, financial planning, and third-party model implementation for individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm emphasizes strategic and tactical asset allocation with discretionary rebalancing and offers retirement-plan fiduciary and administrative services.

Christopher Kimball is a CFP® with 32 years of experience in the financial advisory industry. He has been with Fortitude Advisory Group L.L.C. since 2022 and has also worked at Money Concepts Capital Corp since 2011. Outside of finance, he has been an active musician playing drums since 1973 and serves as president of the board of directors for Network Tacoma. Additionally, he teaches and coaches at Tacoma Covenant Bible Seminary and creates educational YouTube content. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm delivers services through a team of financial advisors who manage accounts with a variety of approaches and maintain a multi-office structure with affiliated entities.

Sandra Drennon is an advisor with Capstone Investment Group in Olympia, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Capstone since 2008, including through its prior form, McClelland Drennon Asset Management, and has worked at firms such as Private Client Services and Purshe Kaplan Sterling Investments. Outside of her advisory role, she is a managing member of 17SEVEN, LLC, a short-term rental business. Capstone Investment Group serves individual clients, including high net worth households, as well as ERISA pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a combination of fundamental and technical research, including artificial intelligence tools, to implement dynamic and buy-and-hold investment strategies across a variety of instruments.

Martin Juergens is a financial advisor with Kiley Juergens Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, OSAIC Wealth, Inc, and Signator Investors, Inc. Juergens is president of the Olympia Basketball Academy, a nonprofit organization involved in coaching and working with the local school district. Kiley Juergens Wealth Management provides investment management, financial planning, and third-party model implementation for individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm emphasizes strategic and tactical asset allocation with discretionary rebalancing and offers various fiduciary and administrative services.

David Cantor is a Series 65-licensed advisor at Liberty Atlantic Advisors with one year of industry experience. He previously worked at Davies & Associates LLC for eight years. Outside of his advisory role, he is a co-founder of ItalianTaxes.com, a tech-enabled platform for filing taxes in Italy, and founder of Relocate Inc., an independent marketplace for global migration. Liberty Atlantic Advisors is a team-based SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a fundamental, long-term investment approach with diversified allocations and adapts strategies for special client situations.

Kevin Slater is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with SoundView Advisors since 2007. SoundView Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning services. The firm emphasizes customized asset allocation and continuous portfolio monitoring, combining passive and active investment strategies while maintaining a relatively low client-to-advisor ratio.

Alexander Ingrim is a financial advisor with Liberty Atlantic Advisors, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Blevins Franks Financial Management, Framont & Partners Management, and Beacon Global Advisor Network. He is also a licensed insurance agent involved in fixed insurance product sales and participates in real estate investment decisions through Ingrim Investments LLC. Liberty Atlantic Advisors is a team-based SEC-registered adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a fundamental, long-term investment approach with diversified allocations and uses third-party sub-advisers for specialized strategies.

Austin Boyce is a CFP® and holds a Series 65 license, currently serving as a financial advisor at SoundView Advisors since 2022. He has seven years of prior work experience at PACCAR Parts. SoundView Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services. The firm offers customized asset allocation, investment selection, and ongoing account management, with portfolios tailored to client goals and risk tolerance and monitored through regular reviews.

Travis Bator is a financial advisor at Capstone Investment Group with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise Financial Services, Inc. and Harbour Management, LLC. Outside of advising, Bator is a firearms safety instructor and operates a law practice focused on business formation and limited estate planning. Capstone Investment Group serves individual clients, including high net worth households, as well as ERISA pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a combination of fundamental and technical research along with artificial intelligence in its investment strategies, offering discretionary portfolio management, financial planning, and retirement-plan advisory services.

Jeffrey Wachtman is a financial advisor at Capstone Investment Group with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Proactive Financial Services, Inc. since 1999. Outside of his advisory work, he serves as Director of the Connections Ministry at the Church of Living Water Yelm, where he oversees volunteer teams and leads Financial Peace University classes. Capstone serves individual clients, including high net worth households, as well as ERISA pension and profit-sharing plans, corporations, and charitable organizations. The firm’s investment approach integrates fundamental and technical research with artificial intelligence to implement both tactical and buy-and-hold strategies across a broad range of investment vehicles.

Kevin Rigg is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with SoundView Advisors in Olympia, WA since 2007. SoundView Advisors is a six-advisor team that provides discretionary investment management and written financial planning primarily for individual and high-net-worth clients. The firm manages approximately $387 million across about 189 client relationships, using customized portfolios that include exchange-traded funds, mutual funds, and sub-advisors, with regular monitoring and coordination with clients’ legal and tax professionals.

Timothy Hume is a Series 66-licensed advisor with eight years of experience, currently serving at Kiley Juergens Wealth Management, LLC. He previously worked at OSAIC Wealth, Inc. and has a 30-year background at HDR Engineering, Inc. Outside of his advisory role, he is an assistant basketball coach for Olympia High School. Kiley Juergens Wealth Management provides investment management, financial planning, and third-party model implementation for a diverse client base including individuals, families, trusts, and institutions. The firm focuses on strategic and tactical asset allocation with discretionary rebalancing and manages approximately $2.2 billion in assets for nearly 3,000 clients with a team of six advisors.

Christen Harrison is a financial advisor at SoundView Advisors with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Commonwealth Financial Network and Navigate Financial Inc. SoundView Advisors provides discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $387 million across about 189 client relationships, using customized portfolios built with exchange-traded funds, mutual funds, and sub-advisors when appropriate.

Lance Altheide is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining American Independent Securities Group in 2016, he worked at Cetera Advisor Networks LLC from 2013 to 2016. He is also the founder and CEO of Olympia Investment Management and works as an insurance agent specializing in fixed life and long-term care insurance products. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach and offers both discretionary and non-discretionary account management.